13F Insight
DOSSIER · 13F-HR · Q1 2026

GAGNON SECURITIES LLC

$433M in tracked AUM across 85 positions as of Q1 2026.

GS
CIK 0001125725 · last filed Mar 31, 2026
Total AUM
$433M
as of Q1 2026
Holdings
85
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

GAGNON SECURITIES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ENSG
ENSIGN GROUP INC
$36M180K8.4%02
CDNA
CAREDX INC
$31M1.8M7.1%03
AMRC
AMERESCO INC
$21M840K4.9%04
WGS
GENEDX HOLDINGS CORP
$19M303K4.5%05
EPD
ENTERPRISE PRODS PARTNERS L P
$19M514K4.5%06
Y62132108
NAVIGATOR HLDGS LTD
$17M887K4.0%07
EQIX
EQUINIX INC
$17M17K3.8%08
GNRC
GENERAC HLDGS INC
$15M75K3.4%09
ISRG
INTUITIVE SURGICAL INC
$15M32K3.4%10
PCRX
PACIRA BIOSCIENCES INC
$14M618K3.2%

Filing history

2026Q1Mar 31
$433M▼ 11.8%
85 positionsView →2025Q4Dec 31
$491M▼ 1.5%
86 positionsView →2025Q3Sep 30
$499M▲ 1.2%
86 positionsView →2025Q2Jun 30
$492M▲ 73.6%
87 positionsLocked2025Q1Mar 31
$284M▼ 42.9%
59 positionsLocked2024Q4Dec 31
$496M▼ 1.6%
91 positionsLocked2024Q3Sep 30
$504M▲ 13.6%
102 positionsLocked2024Q2Jun 30
$444M▲ 5.1%
97 positionsLocked2024Q1Mar 31
$423M▲ 1.4%
98 positionsLocked2023Q4Dec 31
$417M▲ 4.4%
102 positionsLocked2023Q3Sep 30
$399M▼ 17.0%
97 positionsLocked2023Q2Jun 30
$481M▲ 1.1%
97 positionsLocked
Showing 12 of 81